Henrickson Nauta Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
10,738
-109
| -1% | -$12K | 0.41% | 22 |
|
|
2025
Q1 | $962K | Sell |
10,847
-49
| -0.4% | -$4.35K | 0.39% | 26 |
|
|
2024
Q4 | $1.11M | Hold |
10,896
| – | – | 0.45% | 22 |
|
|
2024
Q3 | $1.04M | Sell |
10,896
-3,016
| -22% | -$289K | 0.41% | 24 |
|
|
2024
Q2 | $1.29M | Sell |
13,912
-508
| -4% | -$47K | 0.55% | 21 |
|
|
2024
Q1 | $1.21M | Sell |
14,420
-2,662
| -16% | -$223K | 0.53% | 20 |
|
|
2023
Q4 | $1.28M | Buy |
+17,082
| New | +$1.28M | 0.63% | 19 |
|